Analyze Price per Part and Customer
Explanation
This activity is used to get a better understanding of how prices and discounts are fetched and used in calculating the line price, line total, margin etc. You can use this function as a stand-alone for order simulation, in responding to customers regarding prices etc. It also helps you to understand and visualize the pricing strategy of customer orders and/or of sales quotations.
Prerequisites
- The required customer record should be created in the
Customer window.
- A customer order line or a sales quotation line
should be entered if the price query is called from a customer order line or
a sales quotation line respectively.
System Effects
As a result of this activity, a price query will be created.
Window
Price
Query
Customer Order
Sales
Quotation
Related Window Descriptions
Price Query
Price Query
Summery
Customer Order
Customer
Order/Order Line
Sales Quotation
Sales
Quotation/Quotation Line
Procedure
- Open the Price Query window.
- Create a new record.
- In the Customer field, enter the required customer.
You can enter this manually or use the List of
Values.
- In the Sales Part No field, enter the
required sales part number. You can enter this manually or use the List of
Values.
- Enter the required sales quantity in the Sales
Qty field.
- Save the record.
From the
Customer Order window:
- Open the
Customer Order window.
- Query for the required customer order or create a
new customer order.
- In the Order Lines tab, right-click
on the selected order line, point to Order Line Details then click Price
Query.
- The Price Query window will open and
it will populate with the pricing done for the customer order.
From the
Sales Quotation window.
- Open the
Sales Quotation window.
- Query for the required quotation number or create
a new sales quotation.
- Click on the
Quotation Lines tab,
right-click on the selected quotation line and then click Price Query.
- The Price Query window will open and
it will populate with the pricing done for the sales quotation.